In 2026, quantum enablers like AMD, AVGO, and TER are poised for growth as quantum computing moves towards commercial use. Revenue growth in adjacent markets and a shift towards early commercialization indicate a favorable investment opportunity. Stocks like AMD are expected to report earnings growth of 60.4% on revenue growth of 27.9% in 2026.

Broadcom introduced quantum-safe cryptography solutions in 2025 to address future quantum decryption threats. Their focus on security standards aligns with emerging trends, positioning them for growth. Broadcom is expected to report earnings growth of 41.5% on revenue growth of 42.1% in 2026.

Teradyne, a provider of test and measurement solutions for quantum hardware, acquired Quantifi Photonics in 2025 to bolster their portfolio. Their technology supports optical interconnects in hybrid computing and quantum systems, catering to growing demand. Teradyne is expected to report earnings growth of 43.9% on revenue growth of 22.2% in 2026.

Read more at Nasdaq: The Zacks Analyst Blog Highlights Advanced Micro Devices, Broadcom, Teradyne and IBM